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Synergy Investment Management’s iShares Micro-Cap ETF IWC Stock Holding History

Synergy Investment Management’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.6K Hold
233
– – 0.01% 390
2026
Q1 		$37.2K Buy
+233
New +$38.7K 0.01% 321
2025
Q2 		– Sell
-265
Closed -$29.4K – 326
2025
Q1 		$29.4K Sell
265
-127
-32% -$15.8K 0.01% 273
2024
Q4 		$51.1K Buy
+392
New +$51K 0.02% 236

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Whittier Trust
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WhitTier Trust Company
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Synergy Investment Management's IWC Position: Q2 2026 in Review

Synergy Investment Management held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 233 shares worth $46.6K. The position accounts for 0.01% of the portfolio, ranked #390.

Synergy Investment Management first reported a position in IWC in Q4 2024 and has held it in 4 quarters since. The position peaked at $51.1K in Q4 2024. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Synergy Investment Management held 233 shares of iShares Micro-Cap ETF worth $46.6K as of Q2 2026.
  • Synergy Investment Management left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #390 holding.
  • Synergy Investment Management first reported a position in iShares Micro-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's iShares Micro-Cap ETF position peaked at $51.1K in Q4 2024.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.